Yole report: Lingxi X2 equipped with solid-state lidar, Speedtend (02498) enters the Zhiyuan supply chain.

The Lingxi X2 under Siasun Robot&Automation, through a key sensor innovation, is setting a new benchmark for the environmental perception capabilities of humanoid Siasun Robot&Automation. The latest report by the international authority Yole Group reveals that the Lingxi X2 by Zhiyuan is equipped with ROBOSENSE (02498) E1R digital solid-state LiDAR. This LiDAR utilizes ROBOSENSE's self-developed SPAD-SoC and VCSEL chips to enhance reliability with a highly integrated structure, providing Siasun Robot&Automation with core perception support such as 3D SLAM positioning and autonomous obstacle avoidance. The Yole report points out that the global humanoid Siasun Robot&Automation market is experiencing rapid growth, with market size expected to reach $51 billion by 2035 with a high compound annual growth rate of 55%. In this trend, the innovative sensor selection of Lingxi X2 holds significant importance. The charm of Zhiyuan Lingxi X2 goes beyond outstanding environmental perception. It is endowed with an ENFP "personality" that is highly affable. This "silicon-based teenager," standing at around 1.3 meters tall, with its rounded and affable appearance and design of 25-31 high degrees of freedom joints, can not only walk and run steadily but also perform high difficulty actions like bike riding and skateboarding, showcasing human-like agility. For diverse commercial scenarios, Zhiyuan has planned a clear product roadmap for Lingxi X2, with the "flagship version" equipped with the ROBOSENSE E1R having autonomous navigation capability, already realizing value in specific scenarios such as interactive performances, exhibition hall tours, and research education. One of the important supports driving this process is the application of digital solid-state LiDAR, with the mature technology of ROBOSENSE's self-developed chip making high-performance LiDAR compact and solid-state, allowing Lingxi X2 to deploy high-performance LiDAR in a compact body. Currently, Lingxi X2 serves as an explainer in China Mobile Limited's exhibition hall and participates in touring activities at theme parks, showcasing its potential for commercialization. Yole analysis believes that the current humanoid Siasun Robot&Automation industry is moving from technical validation towards large-scale application. The application of digital solid-state LiDAR in Zhiyuan Lingxi X2 is not just an upgrade in functionality but could also lead the direction of industry perception paradigm innovation, providing valuable references for industry development.